Gift order fulfillment

Sendoso holds the gift and direct mail orders your team sends to prospects and customers, each with a recipient, an item, and a status. A Beam agent picks up a triggered send, reads the recipient details, and applies the rule your team approved to queue the order once conditions like a closed deal or a booked meeting are met. It writes the order status back so everyone sees progress. Orders above a spend limit you set, or ones with an incomplete shipping address, are held and passed to a person for approval.

Recipient address checks

Each Sendoso send depends on a recipient record with a mailing address and contact details. An agent reads the address on a pending send, checks it against the completeness rule your team defined, and updates the record or requests a correction when a field is missing so the item actually reaches its destination. Verified records move forward to fulfillment. Where an address looks invalid, sits outside a region you ship to, or conflicts with the contact's known location, the agent stops and routes the send to a person before any cost is incurred.

Send status notifications

Sendoso updates the status of every send as it is produced, shipped, and delivered. A Beam agent reads these status changes, applies your rule for keeping owners informed, and updates the linked deal or contact while notifying the sender when a gift is delivered or delayed. The record reflects the latest state so follow-up stays timely. A send that stalls in one status longer than your policy allows, or a delivery that fails outright, is raised to a person who can chase the vendor or arrange a replacement.